2024-02-21T11:52:07-06:00 2023-06-30 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2022-07-01 770507525 COMPUTER HISTORY MUSEUM COMP 6508101010 1401 N SHORELINE BLVD MOUNTAIN VIEW CA 94043 GEORGE HOLMES CFO 6508101010 2024-02-20 1 GEORGE HOLMES 999009999 1 KATY BROWN P00650274 9257902600 2024-02-20 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAN'L LEWIN 1401 N SHORELINE BLVD MOUNTAIN VIEW CA 94043 17297843 0 X WWW.COMPUTERHISTORY.ORG X 1999 CA CHM DECODES TECHNOLOGY - ITS COMPUTING PAST, DIGITAL PRESENT, AND FUTURE IMPACT ON HUMANITY. 37 37 66 100 233626 165793 8286315 12857473 228786 851812 112707 202038 905599 1762367 9533407 15673690 0 0 0 0 7093008 7923773 0 154500 1296451 6837085 7782728 13930093 15861001 -4396686 -187311 71201906 71705070 14334294 14283986 56867612 57421084 X CHM DECODES TECHNOLOGY - ITS COMPUTING PAST, DIGITAL PRESENT, AND FUTURE IMPACT ON HUMANITY. 0 0 2416903 10129 COLLECTIONS AND RESEARCH - SEE SCHEDULE OCOLLECTIONS AND RESEARCH:CHM STEWARDS THE WORLD'S FOREMOST COLLECTION OF COMPUTING ARTIFACTS AND ORAL HISTORIES TO GENERATE PROFOUND INSIGHTS GROUNDED IN HISTORY. WE ADVANCE KNOWLEDGE AND THE EXCHANGE OF IDEAS THROUGH FOCUSED RESEARCH AND SCHOLARSHIP.CHM'S COLLECTING SCOPE SPANS CALCULATORS TO ROBOTS AND PROVIDES UNIQUE PERSPECTIVES INTO THE ONLINE WORLD, ENTREPRENEURSHIP, AND SOFTWARE. CHM'S COMPREHENSIVE COLLECTION OF OVER A MILLION ARTIFACTS, DOCUMENTS, PHOTOGRAPHS, MOVING IMAGES, DIGITAL OBJECTS, AND ORAL HISTORIES LIES AT THE HEART OF EVERYTHING WE DO. THE COLLECTION COVERS A VAST ARRAY OF ICONIC COMPUTERS AND COMPANIES, FROM AN APPLE 1 COMPUTER TO THE LATEST TRILLION-TRANSISTOR AI COMPUTER-ON-A-CHIP. THE MUSEUM'S INVALUABLE COLLECTION OF 1,340 ORAL HISTORIES WITH OVER 1,700 PARTICIPANTS AND ARCHIVAL COLLECTIONS BRING CRITICAL HISTORIES AND PERSONAL STORIES TO LIGHT.AT THE CORE OF CHM'S PRESERVATION AND ACCESS EFFORTS IS THE SHUSTEK RESEARCH ARCHIVES, THE MUSEUM'S 25,000-SQUARE-FOOT RESEARCH AND STORAGE FACILITY. ESTABLISHED IN 2015 AND NAMED FOR MUSEUM FOUNDER LEN SHUSTEK, THE SHUSTEK RESEARCH ARCHIVES HOUSES THE MUSEUM'S ACQUISITIONS, ARCHIVAL COLLECTIONS, SOFTWARE PRESERVATION, AND RESEARCH OPERATIONS. THE FACILITY PROMOTES ACCESS TO AND PRESERVATION OF CHM'S WORLD-CLASS COLLECTIONS WITH ACQUISITIONS RECEIVING, DIGITIZATION WORKSTATIONS, AND STUDY SPACE FOR VISITING SCHOLARS. ARCHIVAL STAFF FULFILLS APPROXIMATELY 300 RESEARCH AND COLLECTION QUERIES A YEAR AND HOSTS APPROXIMATELY 40 RESEARCHERS WHO VISIT THE COLLECTION IN PERSON.CHM'S CENTERS OF EXPERTISE ADVANCE UNDERSTANDING OF TECHNOLOGY THROUGH RESEARCH, PUBLISHING, AND PROGRAMMING EFFORTS THAT BUILD COMMUNITY, DISSEMINATE KNOWLEDGE, AND OFFER UNIQUE INSIGHTS. CHM'S CENTERS AMPLIFY EXISTING WORK AND PROVIDE NEW LENSES INTO TECHNOLOGY THAT CONNECT THE PAST WITH A VISION OF THE FUTURE. CHM'S EXPONENTIAL CENTER IS DEDICATED TO CAPTURING THE LEGACY AND ADVANCING THE FUTURE OF ENTREPRENEURSHIP AND INNOVATION AND ITS SOFTWARE HISTORY CENTER IS DEDICATED TO INTERPRETING THE TRANSFORMATIONAL EFFECTS OF SOFTWARE ON THE HUMAN EXPERIENCE. BOTH WERE ESTABLISHED IN 2016. 5950609 841683 EXHIBITIONS - SEE SCHEDULE OEXHIBITIONS:THROUGH COMPREHENSIVE AND TIMELY EXHIBITS, INTERACTIVE LEARNING EXPERIENCES, DYNAMIC PROGRAMMING, THOUGHT-PROVOKING PUBLICATIONS, AND ORIGINAL MEDIA PRODUCTIONS, CHM FACILITATES LEARNING AND ENCOURAGES PERSONAL CONNECTIONS WITH THE HISTORY OF COMPUTING AND THE POSSIBILITIES OF TECHNOLOGY.THE MUSEUM HAS MORE THAN 40,000 SQUARE FEET OF EXHIBIT HALLS DESIGNED TO ENGAGE, EDUCATE, AND ENTERTAIN THE GENERAL PUBLIC. SIGNATURE EXHIBITS INCLUDE REVOLUTION: THE FIRST 2000 YEARS OF COMPUTING AND MAKE SOFTWARE: CHANGE THE WORLD. ADDITIONALLY, GUESTS EXPERIENCED A NEW TEMPORARY EXHIBIT SPACE, "THE STUDIO," WHICH FEATURES HISTORIC AND PRESENT-DAY ARTIFACTS AND EXPERIENCES AT THE INTERSECTION OF CREATIVITY AND TECHNOLOGY. VISITORS ALSO ENJOYED THE RESTORATIONS OF HISTORIC MACHINES IN ACTION IN THE IBM 1401 AND PDP-1 DEMO LABS.IN 2023, ABOUT 75,000 VISITORS CAME TO THE MUSEUM TO SEE THE EXHIBITS, AND AN ADDITIONAL 42,000 PEOPLE ATTENDED EVENTS FOR ORGANIZATIONS THAT RENTED THE MUSEUM AS A VENUE.CHM'S ONGOING GOAL OF ENGAGING WITH AUDIENCES BEYOND ITS WALLS WAS ACCOMPLISHED THROUGH A RICH SERIES OF EDITORIAL AND PUBLISHING ENDEAVORS THAT REACHED GLOBAL AUDIENCES. THE CHM WEBSITE THE DIGITAL PORTAL TO ITS COLLECTION, EXHIBITS, BLOGS, TIMELINES, EVENTS, AND MORERECEIVED VISITS FROM PEOPLE IN MORE THAN 200 COUNTRIES AND TERRITORIES WORLDWIDE, WITH APPROXIMATELY 6 MILLION PAGE VIEWS IN FISCAL 2023. THE SITE HAS HAD MORE THAN 118 MILLION VIEWS AND 27 MILLION USERS SINCE ITS INCEPTION.CHM'S DIGITAL DISTRIBUTION AND SOCIAL CHANNELS INCLUDED 309,000 FOLLOWERS FROM FACEBOOK, TWITTER, INSTAGRAM, LINKEDIN, AND YOUTUBE. THE CHM YOUTUBE CHANNEL, WHICH RECEIVED 2.4 MILLION ANNUAL VIEWS FOR ITS 1,745 PUBLISHED VIDEOS, HAS NOW GROWN TO APPROXIMATELY 135,000 SUBSCRIBERS AND 20 MILLION VIEWS SINCE IT DEBUTED IN 2007. THE INSTITUTION'S SUITE OF PUBLISHING PLATFORMS INCLUDES THE CHM BLOG, WHICH HAD MORE THAN 360,000 VIEWS IN FISCAL 2023, AND ITS DIGITAL MEDIUM AND CORE+ PLATFORMS. SINCE BEING INTRODUCED IN 2017, THESE TWO FORUMS HAVE PUBLISHED 200+ STORIES AND HAVE 5,000 REGULAR FOLLOWERS. ALONG WITH THE MUSEUM'S SIGNATURE PUBLICATION CORE MAGAZINE, THESE EDITORIAL FORUMS PUBLISH THOUGHT PIECES, RESEARCH ESSAYS, AND ARTICLES ON COMPUTING HISTORY BY CHM'S COMMUNITY OF CURATORS, JOURNALISTS, AND ACADEMICS. 3768799 147463 PUBLIC PROGRAMMING - SEE SCHEDULE OPUBLIC PROGRAMMING:CHM CONVENES DIALOGUE AND STIMULATES DEBATE THROUGH PUBLIC AND COMMUNITY PROGRAMMING TO ENCOURAGE CIVIC DISCOURSE ABOUT CRITICAL ISSUES AND TO INSPIRE THE NEXT GENERATION OF CREATORS AND INNOVATORS.LIVE PROGRAMMING AND PUBLIC EVENTS CONVENE TODAY'S THOUGHT LEADERS, ENTREPRENEURS, HISTORIANS, SCHOLARS, AUTHORS, COMPANY FOUNDERS, AND JOURNALISTS FROM A WIDE VARIETY OF FIELDS AND DISCIPLINES. CHM'S LIVE PROGRAMMING SERIES CONNECTS ITS COMMUNITY WITH DIVERSE VIEWPOINTS AND UNIQUE PERSPECTIVES AT THE INTERSECTION OF TECHNOLOGY AND HUMANITY. IN FISCAL 2023, CHM PRODUCED 13 HYBRID EVENTS WITH 8,143 IN-PERSON AND ONLINE ATTENDEES. NOTABLE PROGRAMS INCLUDED A SERIES OF EVENTS TO CELEBRATE MAJOR ANNIVERSARIES ASSOCIATED WITH A YEARLONG CELEBRATION OF THE ART OF CODE, INCLUDING A "HAPPY 40TH BIRTHDAY LISA!" EVENT THAT BROUGHT TOGETHER ORIGINAL MEMBERS OF THE APPLE TEAM, AND "THE LEGENDARY ALTO AND RESEARCH AT THE EDGE." FOCUSING ON HOW EMOJIS ARE A WAY TO COMMUNICATE, "EMOJI FOR EVERYONE" LOOKED AT INCLUSIVITY AND WHO MAKES DECISIONS ABOUT WHAT EMOJIS ENTER THE LEXICON. "MACHINE LEARNING FOR POLICYMAKERS" WAS AN INVITATION-ONLY GATHERING TO HELP LEADERS UNDERSTAND MACHINE LEARNING TECHNOLOGY AND HOW IT CAN BE DEVELOPED AND USED RESPONSIBLY. THE 2023 PROGRAMMING CALENDAR ALSO HONORED CHM FELLOW AWARD RECIPIENTS DON BITZER, ADELE GOLDBERG, DAN INGALLS, AND LEONARD KLEINROCK.CHM SUPPORTS A SUITE OF VIRTUAL EDUCATIONAL PROGRAMS AND RESOURCES TO MEET THE NEEDS OF LEARNERS OF ALL AGES. THESE INCLUDE: #MYCHMEXHIBIT CHALLENGE WHERE YOUTH PARTICIPANTS CAN CREATE THEIR VERY OWN EXHIBIT AT HOME. INSTRUCTION, ADVICE, AND RESOURCES ARE MADE AVAILABLE TO LET PARTICIPANTS LEARN TO BE CURATORS, REGISTRARS, EXPERIENCE DESIGNERS, AND FILMMAKERS. REVOLUTION: VIRTUAL SCAVENGER HUNT ENGAGES A TARGET AUDIENCE OF STUDENTS IN GRADES 6 THROUGH 12 ON A VIRTUAL EDUCATIONAL JOURNEY THROUGH THE MUSEUM'S SIGNATURE REVOLUTION EXHIBIT; AND RESOURCES ON INNOVATION AND ENTREPRENEURSHIP SERVE COLLEGE AND ADULT AUDIENCES WITH UNIQUE CURRICULA ON TOPICS SUCH AS INNOVATION, ENTREPRENEURSHIP, AND THE SILICON VALLEY ECOSYSTEM MODEL.IN CHM'S TWO DIGITAL GAMES, STUDENTS AROUND THE WORLD ARE EXPLORING MUSEUM ARTIFACTS, MEETING HISTORICAL FIGURES, SEEING HOW TECH CAN SOLVE IMPORTANT GLOBAL CHALLENGES, AND APPLYING WHAT THEY LEARN ABOUT TECHNOLOGY, BUILDING THEIR CAPACITY AS ACTIVE PROBLEM SOLVERS, DIGITAL CITIZENS, AND FUTURE INNOVATORS. THE GREAT TECH STORY, CHM'S WORLD IN MINECRAFT: EDUCATION EDITION, IMMERSES STUDENTS AGES 8-18 IN A VIRTUAL EXHIBIT AND TELEPORTS THEM TO LEARN HARDWARE AND SOFTWARE CONCEPTS, MEET A STARTUP TEAM, DEBATE ETHICS IN TECH, AND REFLECT ON HOW TECHNOLOGY IS USED IN DAILY LIFE. 296,687 SESSIONS WERE PLAYED FROM LAUNCH TO JUNE 30, 2023. LAUNCHED IN SEPTEMBER 2022, TECHQUEST, CHM'S GAME ON ROBLOX, TEACHES KIDS 8-14 HOW TECHNOLOGY CAN SOLVE REAL-WORLD CHALLENGES. IN CONSERVATION WORLD AND AUTOMATION WORLD, STUDENTS TRACK ANIMALS TO MONITOR BIODIVERSITY, MEASURE THE HEALTH OF CORAL REEFS, SEE HOW AUTOMATION CAN MAKE LIFE EASIER AND SAFER, AND MUCH MORE. IT HAS RECEIVED APPROXIMATELY 3.4 MILLION VISITS FROM LAUNCH TO JUNE 30, 2023. 12136311 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 39 0 1 66 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 37 37 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X GEORGE HOLMES 6508101008 1401 N SHORELINE BLVD MOUNTAIN VIEW CA 94043 STEPHEN SMITH BOARD MEMBER/CHAIR 1.00 X X 0 0 0 DAVID HOUSE BOARD MEMBER/VICE CHAIR 1.00 X X 0 0 0 GREGORY PAPADOPOULOS BOARD MEMBER/VICE CHAIR 1.00 X X 0 0 0 LARRY SONSINI BOARD MEMBER/VICE CHAIR 1.00 X X 0 0 0 DAVID EMERSON BOARD MEMBER/SECRETARY 1.00 X X 0 0 0 WHITNEY AMES BOARD MEMBER (AS OF 04/23) 1.00 X 0 0 0 GREGORY BADROS BOARD MEMBER 1.00 X 0 0 0 CHITRA BALASUBRAMANIAN BOARD MEMBER 1.00 X 0 0 0 C GORDON BELL BOARD MEMBER 1.00 X 0 0 0 ANDREA CUNNINGHAM BOARD MEMBER 1.00 X 0 0 0 PAUL DAUGHERTY BOARD MEMBER 1.00 X 0 0 0 JOHN DURANT BOARD MEMBER 1.00 X 0 0 0 EILEEN FAGAN BOARD MEMBER 1.00 X 0 0 0 THOMAS FRIEL BOARD MEMBER 1.00 X 0 0 0 WILLIAM HARDING BOARD MEMBER 1.00 X 0 0 0 DOROTHY HAYES BOARD MEMBER (THRU 04/23) 1.00 X 0 0 0 GARDNER HENDRIE BOARD MEMBER 1.00 X 0 0 0 JOSEPH KINDALL HURD III BOARD MEMBER 1.00 X 0 0 0 BOBBY R JOHNSON JR BOARD MEMBER (THRU 04/23) 1.00 X 0 0 0 PETER KARPAS BOARD MEMBER 1.00 X 0 0 0 LEWIS C LEE BOARD MEMBER 1.00 X 0 0 0 DAVID MARTIN BOARD MEMBER 1.00 X 0 0 0 JOHN MASHEY BOARD MEMBER (THRU 04/23) 1.00 X 0 0 0 MARIA MARTINEZ BOARD MEMBER (AS OF 04/23) 1.00 X 0 0 0 NEIL MACDONALD BOARD MEMBER (AS OF 04/23) 1.00 X 0 0 0 LORE HARP MCGOVERN BOARD MEMBER 1.00 X 0 0 0 DEBBY MEREDITH BOARD MEMBER 1.00 X 0 0 0 SANJAY NAIR BOARD MEMBER 1.00 X 0 0 0 IKE NASSI BOARD MEMBER 1.00 X 0 0 0 DONALD PROCTOR BOARD MEMBER 1.00 X 0 0 0 RICHARD REDELFS BOARD MEMBER 1.00 X 0 0 0 DAVE ROSSETTI BOARD MEMBER 1.00 X 0 0 0 RAY ROTHROCK BOARD MEMBER 1.00 X 0 0 0 MARYANNA SAENKO BOARD MEMBER 1.00 X 0 0 0 GRANT SAVIERS BOARD MEMBER 1.00 X 0 0 0 DIANE SOUVAINE BOARD MEMBER 1.00 X 0 0 0 ERIN TEAGUE BOARD MEMBER 1.00 X 0 0 0 ANGELA TRAN BOARD MEMBER 1.00 X 0 0 0 JANET WONG BOARD MEMBER (THRU 04/23) 1.00 X 0 0 0 DAVID YARNOLD BOARD MEMBER 1.00 X 0 0 0 LAURIE YOLER BOARD MEMBER (THRU 04/23) 1.00 X 0 0 0 CHRISTPHER JAMES WANSTRATH BOARD MEMBER (AS OF 04/23) 1.00 X 0 0 0 DAN'L LEWIN CEO & PRESIDENT 40.00 X 428526 0 79636 MICHELLE MERTZ CDO, VP DEVELOPMENT 40.00 X 252890 0 24263 MARGUERITE GONG HANCOCK VP INNOVATION 40.00 X 214868 0 26076 GEORGE HOLMES CFO, VP FINANCE 40.00 X 205501 0 30457 KIRSTEN TASHEV VP COLLECTIONS & EXHIBITIONS OFFICER 40.00 X 189565 0 38012 DAVE EVANS CIO, VP INFO TECH (THRU 02/23) 40.00 X 167411 0 31577 GARY MATSUSHITA TECHNICAL OPS ADVISOR 24.00 X 106075 0 5281 RACHEL WILNER VP, CMBO (AS OF 07/22) 40.00 X 83246 0 8978 HEIDI QUICKSILVER VP, CIO (AS OF 10/22) 40.00 X 30769 0 1738 MICHELLE FOSTER DIR PHIL. - LEGACY & MAJOR GIFTS 40.00 X 159901 0 38899 JAMES AMARAL CONTROLLER (THRU 12/22) 40.00 X 150700 0 23126 ANGES TONG DIRECTOR, FINANCE SYSTEMS 40.00 X 138215 0 22214 PAULA JABLONER SR. DIRECTOR, RESEARCH ARCHIVES 40.00 X 131224 0 16789 MICHELLE DREYBAND DIR PHIL. - CAMPAIGN & MAJOR GIFTS (AS OF 02/22) 40.00 X 142277 0 4373 2401168 0 351419 23 0 1 0 OAKMONT BUILDING SERVICES 2731 JUNCTION AVE 641383 SAN JOSE CA 95164 BUILDING REPAIRS AND MAINTENANCE 688524 TERENTIA INC 28 CRESCENTWOOD ROAD TORONTO ONTARIO CA M1N 1E3 ONLINE SERVICES, LICENSES & IMPLEMENTATI 271250 EXHIBIT CONCEPTS INC 700 CROSSROADS COURT VANDALIA OH 45377 FABRICATION & INSTALLATION OF MUSEUM EXH 256712 COMMUNITY COUNSELLING SERVICE CO LLC 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 FUNDRAISING SERVICES, CAMPAIGN DEVELPMT 238000 ROBERT HALF INTERNATIONAL INC PO BOX 743295 LOS ANGELES CA 900743295 TEMPORARY FRONT OF HOUSE, EVENTS AND GIF 189830 11 279733 25000 12552740 646784 12857473 EXHIBITIONS-GATE SALES 713990 841683 841683 COLLECTIONS & RESEARCH 713990 10129 10129 851812 204529 133806 70723 2078257 528124 1550133 1550133 99820 1450313 956834 959325 -2491 -2491 -2491 348923 136704 212219 147463 64756 MISCELLANEOUS 900099 15 15 15 15673690 999275 233626 1583316 X 2128477 1273158 564958 290361 4673691 3514331 637902 521458 69150 64547 1278 3325 575691 467191 45957 62543 476764 353181 70320 53263 50600 50600 154500 154500 1889578 1659882 163104 66592 129773 76570 6256 46947 139849 103491 20636 15722 639819 519404 70474 49941 1643135 1515826 126187 1122 52652 47370 4117 1165 139884 46113 93771 2340962 2190794 136220 13948 95920 88904 7016 BOND-RELATED FEES 368697 368697 EQUIPMENT & SOFTWARE 147164 126246 14224 6694 ARTIFACT COLLECTION 27841 27841 116854 61462 46522 8870 15861001 12136311 2428239 1296451 2421930 7651130 2573850 433251 658309 276873 305353 372039 84928 82675 361120 292521 67940324 39076031 30994853 28864293 33768280 33686035 33283 46253 71201906 71705070 1468925 1317386 1060970 1440552 6947602 6952726 4856797 4573322 14334294 14283986 X 41060137 39154258 15807475 18266826 56867612 57421084 71201906 71705070 -187311 740783 0 X 0 1 X 1 0 X 6907389 8939262 10264401 8286315 12857473 47254840 6907389 8939262 10264401 8286315 12857473 47254840 11951201 35303639 1957518 1446366 270866 973017 1961895 6609662 38760 50006 165793 254559 116772 64992 12737 64756 259257 54378318 3540789 0.64920 0.69770 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CAFE RENT - 2018 AMOUNT: $ 116,772. 2019 AMOUNT: $ 64,992. 2021 AMOUNT: $ 12,737. 2022 AMOUNT: $ 64,756. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 35209806 872099 1392303 34689602 38437279 -1929767 1297706 35209806 32416342 8409227 2388290 38437279 32515658 1201693 1301009 32416342 32656586 1169014 1309942 32515658 0.59630 0.40370 0.00000 0 0 15393498 15393498 33532162 22653135 10879027 1362688 932924 429764 17651976 15489972 2162004 28864293 DIVERSIFIED MULTI-ASSET FUNDS 33686035 F 33686035 X 17079301 740783 740783 16338518 -664828 -664828 15673690 16525829 664828 664828 15861001 0 15861001 PART III, LINE 1A: THE MUSEUM'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. SOME ITEMS ARE IN THE PROCESS OF BEING CATALOGUED. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THE SALE OF ANY COLLECTION ITEM TO BE USED TO ACQUIRE OTHER ITEMS FOR THE COLLECTIONS. THE ACCESSIONED ITEMS IN THE COLLECTION UNDERGO A RIGOROUS REVIEW PROCESS WITH APPROVAL BY A SUBCOMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO DEACCESSIONING. THE PROCESS IS IN COMPLIANCE WITH APPROPRIATE MUSEUM STANDARDS AND CODES. TO DATE, THE COLLECTIONS HAVE BEEN ACQUIRED PRIMARILY THROUGH DONATIONS AND ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS HAVE BEEN EXPENSED AND ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, AND AS A RELEASE OF NET ASSETS WITH DONOR RESTRICTIONS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. PART III, LINE 4: THE COMPUTER HISTORY MUSEUM IS THE WORLD'S LEADING INSTITUTION EXPLORING THE HISTORY OF COMPUTING AND ITS ONGOING IMPACT ON SOCIETY. IT IS HOME TO THE LARGEST INTERNATIONAL COLLECTION OF COMPUTING ARTIFACTS IN THE WORLD, ENCOMPASSING COMPUTER HARDWARE, SOFTWARE, DOCUMENTATION, EPHEMERA, PHOTOGRAPHS AND MOVING IMAGES. THE MUSEUM'S COLLECTION INCLUDES NEARLY 43,000 HISTORICAL OBJECTS, MORE THAN 77,000 DOCUMENT RECORDS RELATED TO THE HISTORY OF COMPUTING, MORE THAN 30,000 SOFTWARE TITLES, AND AN ESTIMATED 41,000 PHOTOGRAPHS AND MOVING IMAGES. THE MUSEUM HAS CATALOGUED ALMOST 156,000 ITEMS AND MAKES THE CATALOGUE AVAILABLE TO THE GENERAL PUBLIC THROUGH ITS WEBSITE, WWW.COMPUTERHISTORY.ORG. PART V, LINE 4: THE MUSEUM'S ENDOWMENT CONSISTS OF INVESTMENTS ESTABLISHED TO SUPPORT THE OPERATIONS OF THE MUSEUM. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY U.S. GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: THE MUSEUM IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY, EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER SECTIONS 511 THROUGH 515 OF THE INTERNAL REVENUE CODE. SINCE THE MUSEUM HAS IMMATERIAL UNRELATED BUSINESS TAXABLE INCOME, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS. THE MUSEUM RECOGNIZES THE EFFECTS OF ITS INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. THE MUSEUM HAS EVALUATED ITS TAX POSITIONS AND HAS CONCLUDED AS OF JUNE 30, 2023 AND 2022, THE MUSEUM DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -136,704. RENTAL EXPENSES -528,124. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 136,704. RENTAL EXPENSES 528,124. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 3925464 0 0 0 0 0 0 3925464 0 3925464 1 0 0 1 1 0 PART I, LINE 3: METHOD OF ACCOUNTING - ACCRUAL BASIS, INVESTMENTS PART III ACCOUNTING METHOD: X X X X X X 1 COMMUNITY COUNSELLING SERVICE CO LLC 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 CAMPAIGN DEVELOPMENT CONSULTING 0 0 127500 0 LIBRETTO INC 398 COLUMBUS AVE 301 BOSTON MA 02116 EDITING OF CAMPAIGN MATERIALS 0 0 27000 0 154500 CA SCH G PART I LINE 2B COLUMN (IV) THESE AGENCIES WERE CONSULTANTS ON WHITEPAPERS AND THE LIKE, INCLUDING PROOFREADING AND EDITING, ETC. THEY DID NOT DIRECTLY PARTICIPATE IN ANY FUNDRAISING ACTIVITIES DURING THIS FISCAL YEAR. X X X 0 1 0 0 0 0 0 1 0 DAN'L LEWIN CEO & PRESIDENT 327026 0 81000 0 20500 0 59660 0 19976 0 508162 0 0 0 MICHELLE MERTZ CDO, VP DEVELOPMENT 242890 0 10000 0 0 0 7592 0 16671 0 277153 0 0 0 MARGUERITE GONG HANCOCK VP INNOVATION 204868 0 10000 0 0 0 0 0 26076 0 240944 0 0 0 GEORGE HOLMES CFO, VP FINANCE 198501 0 7000 0 0 0 6376 0 24081 0 235958 0 0 0 KIRSTEN TASHEV VP COLLECTIONS & EXHIBITIONS OFFICER 179565 0 10000 0 0 0 4468 0 33544 0 227577 0 0 0 DAVE EVANS CIO, VP INFO TECH (THRU 02/23) 162411 0 5000 0 0 0 5250 0 26327 0 198988 0 0 0 MICHELLE FOSTER DIR PHIL. - LEGACY & MAJOR GIFTS 158901 0 1000 0 0 0 5129 0 33770 0 198800 0 0 0 JAMES AMARAL CONTROLLER (THRU 12/22) 148700 0 2000 0 0 0 4090 0 19036 0 173826 0 0 0 ANGES TONG DIRECTOR, FINANCE SYSTEMS 136215 0 2000 0 0 0 4191 0 18023 0 160429 0 0 0 PART I, LINE 4B DAN'L LEWIN PARTICIPATED IN A 457(F) PLAN DURING THE 2022 CALENDAR YEAR. THE MUSEUM CREDITED $49,152 TO THE PLAN FOR THE 2022 CALENDAR YEAR, THIS AMOUNT WAS NOT INCLUDED ON HIS W-2. PART I, LINE 7 BONUSES ARE DETERMINED BY THE CEO AND COMPENSATION COMMITTEE BASED ON PERFORMANCE AND ACHIEVEMENT OF GOALS. A ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS 943130123 00037CQT0 2010-12-20 7000000 REFUND PRIOR BOND ISSUE 0 0 0 A 7000000 7000000 2003 1 0 1 1 A 0 1 1 0 0 0.00000 0.00000 0 0 1 A 0 0 1 0 1 0 0 0 1 A 1 X 6 241401 FMV X 181 0 X EQUIPMENT 1 225383 FMV X SOFTWARE LICENSE 1 180000 FMV 1 0 1 0 PART I, COLUMN (B): THIS NUMBER REFLECTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 33: COLLECTIONS ACQUIRED THROUGH DONATION ARE NOT RECOGNIZED AS ASSETS OR REVENUE ON THE ORGANIZATION'S FINANCIALS. HISTORICAL ARTIFACTS RECEIVED DO NOT HAVE A READILY DETERMINABLE MARKETABLE VALUE DUE TO LIMITED MARKET ACTIVITY. FORM 990, PART VI, SECTION B, LINE 11B THE MUSEUM'S ACCOUNTING FIRM FORWARDS THE FORM 990 TO THE CONTROLLER. THE CFO AND CONTROLLER REVIEW THE FORM. AFTER REVIEW, THE FORM IS FORWARDED TO THE CEO, THE FINANCE COMMITTEE AND THE AUDIT AND RISK MANAGEMENT COMMITTEE FOR REVIEW. THE FINAL DRAFT FORM IS POSTED ON THE TRUSTEE CLOUD SITE WHICH IS USED FOR ALL TRUSTEE COMMUNICATION OF INFORMATION AND DOCUMENTS. THE TRUSTEES ARE ENCOURAGED TO FORWARD ANY QUESTIONS TO THE CFO AND CONTROLLER WHO WILL REVIEW AND ADDRESS THE QUESTIONS. FORM 990, PART VI, SECTION B, LINE 12C THE MUSEUM REQUIRES ALL OF THE TRUSTEES AND KEY EMPLOYEES TO COMPLETE A CONFLICT OF INTEREST ACKNOWLEDGEMENT ANNUALLY. IF A CONFLICT IS DISCLOSED A COMMITTEE IS FORMED COMPRISED OF THE CHAIRS OF THE AUDIT AND RISK MANAGEMENT COMMITTEE AND LEGAL COMMITTEE (OR THEIR DESIGNEES) AND SUCH OTHER TRUSTEES AS THE CHAIR OF THE BOARD MAY DESIGNATE. THE COMMITTEE WILL CONSIDER THE MATTER AND DETERMINE WHAT IF ANY ACTION SHOULD BE TAKEN BY THE TRUSTEE OR BY THE BOARD IN ORDER TO DEAL WITH THE MATTER. ALL TRUSTEES COMPLETE THE CONFLICT OF INTEREST ACKNOWLEDGEMENT PRIOR TO TAKING THEIR SEAT OR POSITION. FORM 990, PART VI, SECTION B, LINE 15 CEO: ANNUALLY THE COMPENSATION COMMITTEE NEGOTIATES PERFORMANCE OBJECTIVES WITH THE CEO. THOSE OBJECTIVES ARE MEASURABLE AND QUANTITATIVE. THEY ARE USED TO DETERMINE THE PERFORMANCE OF THE CEO. IN ADDITION, THE COMPENSATION COMMITTEE COMMISSIONS STUDIES OF COMPARABLE POSITIONS WITHIN OTHER NON-PROFITS. THE COMBINATION OF THE MARKET LEVELING AND THE PERFORMANCE TO GOALS IS THEN USED TO DETERMINE ANY BONUS OR SALARY INCREASE ANNUALLY. THE CHANGE IN COMPENSATION IS APPROVED BY THE COMPENSATION COMMITTEE. THE COMPARABLE POSITIONS BENCHMARK STUDIES ARE REVIEWED EVERY 3-4 YEARS. EXECUTIVE STAFF: WHEN EXECUTIVE STAFF MEMBERS ARE HIRED, THE CEO REVIEWS AND GAINS APPROVAL FOR THEIR PROPOSED COMPENSATION WITH THE COMPENSATION COMMITTEE TO ENSURE THAT THEY ARE EQUITABLE AND IN LINE WITH MARKET GUIDELINES. THE CEO ALSO DETERMINES SALARY INCREASES AND BONUSES FOR THE EXECUTIVE STAFF EACH YEAR BASED ON PERFORMANCE AND EXTERNAL BENCHMARKS, AND BASED ON THE OVERALL EXPENSE BUDGET APPROVED BY THE BOARD OF TRUSTEES. THE INFORMATION IS SUBSEQUENTLY SHARED WITH THE COMPENSATION COMMITEE FOR THEIR REVIEW. ALL STAFF: THE CEO CREATES A BUDGET FOR INCREASES THAT IS REVIEWED BY THE COMPENSATION COMMITTEE AND APPROVED FOR ALIGNMENT WITH OVERALL MARKET GUIDELINES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 464,630. MANAGEMENT AND GENERAL EXPENSES 50,707. FUNDRAISING EXPENSES 10,326. TOTAL EXPENSES 525,663. RECRUITING AND PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 61,657. MANAGEMENT AND GENERAL EXPENSES 40,545. FUNDRAISING EXPENSES 5,267. TOTAL EXPENSES 107,469. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 1,133,595. MANAGEMENT AND GENERAL EXPENSES 71,852. FUNDRAISING EXPENSES 50,999. TOTAL EXPENSES 1,256,446.